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Support Home > Products > Procore > Procore User Guide > Project Level > Direct Costs > Tutorials > Search and Filter Direct Costs

Search and Filter Direct Costs

Objective

To search and filter your direct costs (invoices and expenses).

Things to Consider

  • Required User Permission: 'Read-Only' and above on the project's Direct Costs tool.
  • The search tool respects any selected filter parameters (including "direct cost type" and "vendor") and will only search for items within the filtered results.

Steps

Filter Direct Costs

  1. Navigate to the project's Direct Costs tool.
  2. Use the options in the "Filter" section to narrow the displayed direct costs in the Direct Costs log. Use multiple filter parameters, as necessary.



    You can filter by the following:

Filter Direct Costs by Date

  1. Navigate to the project's Direct Costs tool.
  2. Select a date for the "From" and "To" calendar pickers.
  3. Click Filter.
    Note: The direct costs filtered by date respect any filtered parameters that are set in the Filters box above.

Search Direct Costs

  1. Navigate to the project's Direct Costs tool.
  2. In the Search box in the right navigation, type in an invoice number to search. 
    Note: Only the "Invoice #" field is searchable for Direct Costs.
  3. Click Search.

 

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Last modified
09:06, 17 Aug 2016

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